Congress Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$500K	Hold	8,434	–	–	﹤0.01%	925
2025 Q1	$463K	Buy	8,434 +200	+2%	+$11K	0.01%	835
2024 Q4	$486K	Hold	8,234	–	–	0.01%	646
2024 Q3	$480K	Buy	+8,234	New	+$480K	0.01%	639